Schroder US Mid Cap Z Inc

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Fund Info

  • Yield History0.24%
  • 3 Year sharpe0.85
  • 3 Year alpha-1.4
  • Distribution Typeincome
  • BenchmarkRussell 2500 TR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorNorth America
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7M4CS05

Investment Strategy

The Fund aims to provide capital growth and income in excess of Russell 2500 Total Return Lagged (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of medium-sized US companies.

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